See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442,723 | $180,449+145.3% | $154,107+187.3% | $135,375+227.0% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -0.96% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,251 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $8,379 | $5,806+44.3% | $5,081+64.9% | $5,609+49.4% |
| Admin fee / account holder | $11,909 | $16,143-26.2% | $13,411-11.2% | $10,827+10.0% |